In this article:
- How to Complete and Advanced Search Using a Template
- How to Configure Your Template
- Searchable Fields Available in the Advanced Search Template
How to Complete and Advanced Search Using a Template
Creating an advanced search from a template allows for more complex queries that would otherwise take longer with a normal Advanced Search. To complete an advanced search using a template follow the steps below:
Step 1Navigate to ‘Advanced search’ from the main menu (a). Then, click on the ‘Download’ icon in the upper right corner of the screen (b). |
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Step 2After your template downloads, configure your template for your search. |
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Step 3Upload your template using the ‘Upload’ icon in the upper right corner of the screen. Please Note: Your file must be in .xls format |
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How to Configure Your Template
Once your template is downloaded you will be able to configure it to meet your needs. Below you will learn how to configure both ‘AND’ and ‘OR’ advanced search templates.
Configure an ‘AND’ Template
Step 1To create an ‘AND’ search you will enter the search terms you want in the corresponding metadata columns in the same row. Any terms entered in the same row will be formatted as an ‘AND’ search The search in the picture to the right would be: (extension text_contains: pdf AND extracted_text text_contains: contract) |
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Step 2Once you upload your search you can see the search query at the top of the list of your results. Look this over to confirm it is accurate. |
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Configure an ‘AND’ Template With the Same Metadata Field
Step 1To create an ‘AND’ using two search terms within the same metadata field, you will first duplicate the metadata column. In the picture to the right you can see that there are two extracted_text column. You will then enter the search terms you want in the corresponding metadata columns in the same row. Any terms entered in the same row will be formatted as an ‘AND’ search The search in the picture to the right would be: (extracted_text text_contains: contract AND extracted_text text_contains: employee) |
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Step 2Once you upload your search you can see the search query at the top of the list of your results. Look this over to confirm it is accurate. |
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Configure an ‘OR’ Template
Step 1To create an ‘OR’ search you will enter the search terms you want in the corresponding metadata columns in different rows. Any terms entered in the same row will be formatted as an ‘AND’ search and any terms entered in different rows will be formatted as an ‘OR’ search The search in the picture to the right would be: ((extension text_contains: pdf AND extracted_text text_contains: contract) OR extracted_text text_contains: employee) |
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Step 2Once you upload your search you can see the search query at the top of the list of your results. Look this over to confirm it is accurate. |
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Searchable Fields Available in the Advanced Search Template
Not all searchable fields can be used on a template. Below you will find a list of fields that can be added to the advanced search template by enabling them within the Admin Searchable Fields page.
Confluence
DublinCore
Jira
MachineLearning
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Metadata
Origin
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RelatedSourceAccounts
RelatedUsers
Resource
Resource Identities
Versioning
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